+843.1%
ALNY vs VCIT
+97.0%
+746.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -0.8% | -0.5% | -0.3% | -0.5% |
| 30D | -29.6% | +1.5% | -31.1% | -30.1% |
| 3M | -27.7% | -1.0% | -26.8% | -27.3% |
| 6M | -43.9% | -1.7% | -42.2% | -43.4% |
| YTD | -59.8% | -1.4% | -58.4% | -59.5% |
| 1Y | -64.6% | -0.9% | -63.7% | -64.4% |
| 3Y | -1.3% | +19.8% | -21.1% | -8.3% |
| 5Y | -7.6% | +4.6% | -12.2% | -14.9% |
| 10Y | +243.5% | +31.5% | +211.9% | +258.2% |
| All | +843.1% | +97.0% | +746.1% | +1,238.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VCIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling